Portfolio Management Services (PMS)Compare Schemes
CARNELIAN BESPOKE STRATEGY vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
CARNELIAN BESPOKE STRATEGY
Invesco - Caterpillar
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.88%
5.09%
6 Months
21.32%
12.77%
1 Year
24.13%
18.71%
3 Years
24.49%
16.31%
5 Years
—
16.50%
Since Inception
27.33%
12.31%
Fund Age
4 yrs 10 mo
20 yrs 2 mo
AUM
₹3,911.89 Cr
₹81.03 Cr
Alpha – 1 Year
19.41%
13.99%
Alpha – 3 Years
12.41%
4.22%
Information Ratio – 3 Years
1.08
0.46
Volatility – 1 Year
23.48%
18.60%
Volatility – 3 Years
21.23%
18.73%
Beta – 1 Year
1.26
0.98
Beta – 3 Years
1.19
1.07
Sharpe Ratio – 1 Year
0.81
0.73
Sharpe Ratio – 3 Years
0.90
0.63
Worst Rolling Year
22.93%
-17.65%
Value at Worst Rolling Year
₹1.23 Cr
₹0.82 Cr
Deepest Drawdown
−20.36%
−25.73%
Recovery Period
122 days
498 days
1-Year Rolling Windows Positive
100.00%
76.16%
Median Rolling Year
29.10%
14.50%
5-Year Rolling Windows Positive
—
86.34%
Market-Cap Mix
—
L 18% · M 28% · S 49%
Number of Stocks
—
23
Portfolio P/E
—
43.00
Top 5 Holdings
—
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
—
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—